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Disclosery

Allworth Financial LP: IAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on IAI, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 5,078 IAI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,078 shares
    Change vs previous 13F -276 shares

    <0.01% of the 13F portfolio, value $890,377.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,354 shares
    Change vs previous 13F -721 shares

    <0.01% of the 13F portfolio, value $878,948.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,075 shares
    Change vs previous 13F -448 shares

    <0.01% of the 13F portfolio, value $1,089,593.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,523 shares
    Change vs previous 13F -97 shares

    0.01% of the 13F portfolio, value $1,153,869.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,620 shares
    Change vs previous 13F -927 shares

    0.01% of the 13F portfolio, value $1,119,691.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,547 shares
    Change vs previous 13F -3,175 shares

    0.01% of the 13F portfolio, value $1,043,799.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,722 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,650,846.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).